This section contains instructions and guidance for enhancing the security of the Pentaho Server and User Console on an application server level via Secure Sockets Layer (SSL). SSL provides verification of server identity and encryption of data between clients and the Pentaho Server.
Configure SSL (HTTPS) in the Pentaho User Console and Pentaho Server
By default, the Pentaho Server and User Console are configured to communicate over HTTP. To switch to HTTPS, follow the instructions below that apply to your scenario.
Enable SSL in the Pentaho Server with a certificate authority
After the application server is configured to use your certificate, you must modify the base URL tokens for both the Pentaho Server and the User Console. Make sure you follow the directions for changing the Pentaho Server Base URL. Without executing those changes, your server will not work over HTTPS.
Enable SSL in the Pentaho Server with a self-signed certificate
The following instructions explain how to complete the trust relationship between the Pentaho Server (when it is configured for SSL) and the User Console:
Change to the home directory of the user account that starts the Pentaho Server and User Console processes or services:
cd ~If you installed the default settings for Pentaho, this directory will be: /home/pentaho/
Execute the following command, changing the storepass (
passin the example) and keypass (
pass2in the example) accordingly:
keytool -export -alias tomcat -file tomcat.cer -storepass pass -keypass pass2 -keystore .keystore
Change to the $PENTAHO_JAVA_HOME/jre/lib/security/ directory:
cd $PENTAHO_JAVA_HOME/jre/lib/security/The PENTAHO_JAVA_HOME variable was established during your production installation procedure. If you are on Windows, environment variables are surrounded by percent signs, as in:
cd %PENTAHO_JAVA_HOME%\jre\lib\security\. If you get an error about this path not being valid, then use JAVA_HOME instead of PENTAHO_JAVA_HOME.
Execute the following command, changing the alias (
tomcatin the example), the file path to the certificate (the current user's home directory in the example), and the storepass (
passin the example) accordingly:
keytool -import -alias tomcat -file ~/tomcat.cer -keystore cacerts -storepass passNoteIf the path to your certificate involves spaces, you must either escape the spaces (on Linux or Unix), or put double quotes around the path (on Windows) in order for the command to work properly.
Execute the following command and make note of the MD5 sum for the Tomcat entry:
keytool -list -keystore cacerts
Change back to the home directory of the user account that starts the Pentaho Server and User Console, and run this command:
keytool -list -keystore .keystore
Compare the Tomcat entry's MD5 sum to the one you generated previously and ensure that they match. If these sums do not match, you've made a mistake someplace in the certificate trust process. Go through the steps again and ensure that you're working with the right user accounts and directories.
Change the Pentaho Server fully qualified URL
Perform the following steps to change the fully qualified URL.
Stop the Pentaho Server if it is currently running.
Navigate to the pentaho/server/pentaho-server/pentaho-solutions/system directory.
Open the server.properties file with any text editor.
Locate the following element and modify the port number to match your SSL-enabled port number:
Save and close the file.
Start the Pentaho Server and make sure that it is available through HTTPS on the specified port.
Use the Apache web server (HTTPd) for socket handling
Perform the following steps to configure the Apache HTTPd Web server to handle delivery of static content and facilitation of socket connections:
Install Apache 2.2.x, with SSL support, through your operating system's preferred installation method.For most people, this will be through a package manager. It's also perfectly valid to download and install the reference implementation from http://www.apache.org. It is possible to use Apache 1.3, but you will have to modify the instructions on your own from this point onward.
If the Apache server has started as a consequence of installing, stop the Apache server or service.
Retrieve or create your SSL keys.If you do not know how to generate self-signed certificates, refer to the OpenSSL documentation. Most production environments have SSL certificates issued by a certificate authority such as Thawte or Verisign.
Check to see if you already have the Tomcat Connector installed on your system.You can generally accomplish this by searching your filesystem for
mod_jk, though you can also search your http.conf file for
mod_jk. If it is present, then you only need to be concerned with the Apache HTTPd configuration details and can skip this step. If it is not there, then the Tomcat Connector module needs to be installed. If you are using Linux or BSD, use your package manager or the Ports system to install
mod_jk. For all other platforms, visit the http://www.apache.org/dist/tomcat/tomcat-connectors/jk/binaries/, then click on the directory for your operating system. The module will be either an SO file (for Linux, BSD, OS X, and Solaris) or DLL file (for Windows). Save it to your Apache modules directory, which is generally C:\Program Files\Apache Group\Apache2\modules\ on Windows, and /usr/lib/apache2/modules/ on Unix-like operating systems, though this can vary depending on your Apache configuration.
Edit your httpd.conf file with a text editor and add the following text to the end of the file, modifying the paths and filenames as instructed in the comments:NoteSome operating systems use modular HTTPd configuration files and have unique methods of including each separate piece into one central file. Ensure that you are not accidentally interfering with an auto-generated
mod_jkconfiguration before you continue. In many cases, some of the configuration example below will have to be cut out (such as the
LoadModulestatement). In some cases (such as with Ubuntu Linux), httpd.conf may be completely empty, in which case you should still be able to add the below lines to it. Replace
example.comwith your hostname or domain name.
# Load mod_jk module # Update this path to match your mod_jk location; Windows users should change the .so to .dll LoadModule jk_module /usr/lib/apache/modules/mod_jk.so # Where to find workers.properties # Update this path to match your conf directory location JkWorkersFile /etc/httpd/conf/workers.properties # Should mod_jk send SSL information to Tomcat (default is On) JkExtractSSL On # What is the indicator for SSL (default is HTTPS) JkHTTPSIndicator HTTPS # What is the indicator for SSL session (default is SSL_SESSION_ID) JkSESSIONIndicator SSL_SESSION_ID # What is the indicator for client SSL cipher suit (default is SSL_CIPHER) JkCIPHERIndicator SSL_CIPHER # What is the indicator for the client SSL certificated (default is SSL_CLIENT_CERT) JkCERTSIndicator SSL_CLIENT_CERT # Where to put jk shared memory # Update this path to match your local state directory or logs directory JkShmFile /var/log/httpd/mod_jk.shm # Where to put jk logs # Update this path to match your logs directory location (put mod_jk.log next to access_log) JkLogFile /var/log/httpd/mod_jk.log # Set the jk log level [debug/error/info] JkLogLevel info # Select the timestamp log format JkLogStampFormat "[%a %b %d %H:%M:%S %Y] " # Send everything for context /examples to worker named worker1 (ajp13) # JkOptions indicates to send SSK KEY SIZE JkOptions +ForwardKeySize +ForwardURICompat -ForwardDirectories # JkRequestLogFormat JkRequestLogFormat "%w %V %T" # Mount your applications JkMount /pentaho/* tomcat_pentaho # Add shared memory. # This directive is present with 1.2.10 and # later versions of mod_jk, and is needed for # for load balancing to work properly JkShmFile logs/jk.shm <VirtualHost example.com ServerName example.com JkMount /pentaho default JkMount /pentaho/* default JkMount /sw-style default JkMount /sw-style/* default JkMount /pentaho-style default JkMount /pentaho-style/* default </VirtualHost>
In your Apache configuration, ensure that SSL is enabled by uncommenting or adding and modifying the following lines:
LoadModule ssl_module modules/mod_ssl.so Include conf/extra/httpd-ssl.conf
Save and close the file, then edit /conf/extra/httpd-ssl.conf and properly define the locations for your SSL certificate and key:
SSLCertificateFile "conf/ssl/mycert.cert" SSLCertificateKeyFile "conf/ssl/mycert.key"
Ensure that your SSL engine options contain these entries:
SSLOptions +StdEnvVars +ExportCertData
Add these lines to the end of the
JkMount /pentaho default JkMount /pentaho/* default JkMount /sw-style default JkMount /sw-style/* default JkMount /pentaho-style default JkMount /pentaho-style/* default
Save and close the file, then create a workers.properties file in your Apache conf directory.If it already exists, merge it with the example configuration in the next step.
Copy the following text into the new workers.properties file, changing the location of Tomcat and Java, and the port numbers and IP addresses to match your configuration:NoteRemove the workers.tomcat_home setting if you are using JBoss
workers.tomcat_home=/home/pentaho/pentaho/server/pentaho-server/tomcat/ workers.java_home=/home/pentaho/pentaho/java/ worker.list=tomcat_pentaho worker.tomcat_pentaho.type=ajp13
Change the administrator role
Open the /pentaho/server/pentaho-server/pentaho-solutions/system/pentaho.xml file with a text editor.
Find theFor example, as
<acl-voter>element, and replace its
<admin-role>property with the new administrator role.
NewAdminis used in this sample procedure:
<acl-publisher>element, and appropriately replace all instances of
Adminin the properties inside of the
<overrides>elements as shown in the following example:
<acl-entry role="NewAdmin" acl="ADMIN_ALL" />
Save the file, then open applicationContext-spring-security.xml.
Find theYou may need to consult the Spring Security documentation to complete this step:
filterInvocationInterceptorbean, and modify its
<property name="objectDefinitionSource"> <value> <[ CONVERT_URL_TO_LOWERCASE_BEFORE_COMPARISON ... \A/admin.*\Z=NewAdmin ... ]> </value> </property>